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Ideas & Enhancements
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Ability to have a second value screen

Should have the ability to have a second value screen to test with. This would provide the ability to test and see which items we can put on the actual value screen
Guest over 4 years ago in General 0

Ability to make some notes private

Wants to be able to make some notes private for sensitive information
Guest over 4 years ago in General 0

Allow Checklist items assignments to more than one staff member

Firm would like the ability to assign checklist items to more than one individual staff at a time
Guest over 4 years ago in General 0

Buttons to scroll through mutliple staff calendars should be larger

The buttons in the lower right hand side of the calendar that are used to scroll through multiple staff's calendars are too small and should be moved to the top. (see screenshot)
Guest almost 5 years ago in General 0

Add ability to have QAT in center of screen

Users would like the ability to have the QAT in the center of the screen for easier access
Guest almost 5 years ago in General 0

Calendar Appointments - Show More Time Blocked Off in Month View

When a calendar appointment spans many hours, it should have a larger time blocked off when looking at the appointment in the month view - like Outlook. Right now, it just shows as a 1 line appointment in the month view.
Guest almost 5 years ago in General 0

Make 'Address 1' Not Required

Firm would like 'Address 1' not required when adding a new address
Guest almost 5 years ago in General 0

Make 'Home' First Option in 'Address Type' dropdown

Firm would like to see 'Home' as the first option to choose from in the Address Type drop down
Guest almost 5 years ago in General 0

Make 'Mobile' first option in phone type drop down

Firm would like to see 'Mobile' as the first option to choose from in the Phone Type drop down
Guest almost 5 years ago in General 0

Show # of Unread/Read Message & Intakes on Home Screen

Firm would like to see number of both read and unread messages on the home screen
Guest almost 5 years ago in General 0